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Client Account Manager Jobs in Florida (NOW HIRING)

Client Account Manager

Clearwater, FL ยท On-site

$50K - $53K/yr

Client Account Manager - LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Start date: September 2026 POSITION BACKGROUND As a Client Account Manager, you are the main point of contact for our ...

Client Account Manager | Australia

Miami, FL ยท On-site +1

$1.6K - $3.7K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | Colombia

Miami, FL ยท On-site +1

$1.2K - $3.5K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | Brazil

Miami, FL ยท On-site +1

$1.5K - $3.0K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | Brazil

Miami, FL ยท Remote

$1.5K - $3.0K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | Colombia

Miami, FL ยท Remote

$1.2K - $3.5K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | Australia

Miami, FL ยท Remote

$1.6K - $3.7K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

The Client Account Manager/Executive is the strategic face of Payment Services to the client, representing multiple business channels. They are responsible for the overall management of a book of ...

As an ExamSoft Client Account Manager you'll work with awesome people at the top of their game who care about education, who are excited to help advance the educational experience, and who will ...

Client Account Manager | South Africa

Miami, FL ยท On-site +1

$1.6K - $3.7K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Client Account Manager | United States

Miami, FL ยท On-site +1

$50K - $65K/yr

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast-growing agency serving medical ...

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast-growing agency serving medical ...

As an Account Manager at AFC Transport, you won't just manage accounts--you'll own them. You'll be the expert customers rely on, ensuring every shipment is handled with precision while growing your ...

Client Account Representative

Tampa, FL ยท On-site

$49K - $55K/yr

Support account management initiatives and business development efforts. * Resolve client concerns in a professional and timely manner. * Participate in team meetings, training programs, and company ...

This role focuses on building long-term client relationships, driving customer success, and identifying revenue expansion opportunities within existing and prospective accounts. The Account Manager ...

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Showing results 1-20

Client Account Manager information

See Florida salary details

$19.4K

$35.4K

$56K

How much do client account manager jobs pay per year?

As of Jul 19, 2026, the average yearly pay for client account manager in Florida is $35,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $27,600.00 and $40,400.00 per year, depending on experience, location, and employer.

What does a Client Account Manager do?

A Client Account Manager is responsible for managing relationships with clients, ensuring their needs are met, and acting as the main point of contact between the client and the company. They oversee client accounts, address concerns or issues, and work to deliver solutions that satisfy both the client and the business. Their role often includes coordinating with internal teams, tracking the progress of projects, and identifying opportunities for upselling or improving client satisfaction. Strong communication and problem-solving skills are essential for success in this role.

How does a Client Account Manager typically collaborate with sales, marketing, and product teams to support client needs?

Client Account Managers serve as a bridge between clients and internal teams, frequently collaborating with sales to identify upsell opportunities and ensure contract renewals. They work closely with marketing to align on campaigns or materials tailored to client goals, and coordinate with product teams to communicate client feedback or request features. This cross-functional teamwork ensures clients receive comprehensive support and that their evolving needs are addressed efficiently, making strong communication and organizational skills essential for success in this role.

What are the key skills and qualifications needed to thrive as a Client Account Manager, and why are they important?

To excel as a Client Account Manager, you need strong relationship-building skills, sales or account management experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce, data analysis tools, and project management systems is typically required. Excellent communication, problem-solving abilities, and adaptability help you stand out when managing client needs and expectations. These skills are crucial for fostering client satisfaction, retaining business, and driving revenue growth.

What is the difference between Client Account Manager vs Customer Service Representative?

AspectClient Account ManagerCustomer Service Representative
Required CredentialsBachelor's degree often preferred; experience in sales or account managementHigh school diploma or equivalent; on-the-job training
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support
Employer & Industry UsageFinancial services, marketing, consultingRetail, telecommunications, e-commerce
Search & Comparison IntentManaging client accounts, building relationshipsHandling customer inquiries, resolving issues

The main difference is that Client Account Managers focus on maintaining and growing client relationships, often managing multiple accounts and strategic planning. Customer Service Representatives primarily handle customer inquiries and resolve issues, providing support and ensuring customer satisfaction. While both roles involve communication skills, the Client Account Manager role is more strategic and relationship-driven, whereas Customer Service Representatives focus on transactional support.

What are the most commonly searched types of Client Account jobs in Florida? The most popular types of Client Account jobs in Florida are:
What are popular job titles related to Client Account Manager jobs in Florida? For Client Account Manager jobs in Florida, the most frequently searched job titles are:
What cities in Florida are hiring for Client Account Manager jobs? Cities in Florida with the most Client Account Manager job openings:
Infographic showing various Client Account Manager job openings in Florida as of July 2026, with employment types broken down into 83% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $35,370 per year, or $17 per hour.
Client Account Manager

Client Account Manager

Advanta IRA

Clearwater, FL โ€ข On-site

$50K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

Client Account Manager - Job Description
LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Start date: September 2026
POSITION BACKGROUND
As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to building relationships with your clients, you will work closely with the business development and account services teams.ย 
JOB DUTIES
As a Client Account Manager, you will perform various administrative duties for your clientsโ€™ retirement accounts, including:
  • Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
  • Serving as the main point of contact for Advanta IRAโ€™s clients and assisting them with the following:
    • Questions regarding self-directed IRAs
    • Types of IRA accounts, qualified plans, and their differences
    • IRS rules, regulations, forms, and filings
    • Advanta IRAโ€™s policies and procedures
    • Contributions, transfers, and rollovers
    • Required documentation for transactions

JOB EXPECTATIONS
  • Learn and thoroughly understand the services Advanta IRA provides toย our clients.
  • Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
  • Manage a high volume of calls and emails in a timely manner.
Advanta IRA provides thorough training and supervisory guidance before working with clients. This position does not require any licensing, does not involve any sales duties or commission, and is a W-4 full-time, regular classification.
SKILLS, BACKGROUND & TALENTS REQUIRED
  • College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
  • Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
  • Be exceptionally well organized, analytical, and detail-oriented.
  • Excel at accomplishing tasks and following up with necessary parties
  • Utilize excellent verbal, written, and interpersonal communication skills.
  • Show proficiency in MS Word, Excel, and Outlook.
  • Embrace and exhibit our core valuesโ€”professionalism, integrity, proactivity, and eagerness.
  • Experience with retirement plans and/or financial services is a plus!
  • CIS or CISP are a plus!
Employee Benefits Summary
  • Compensation
    • Salaried position (anticipated: $50- $53k, starting)
    • Annual reviews of performance and salary
    • Advancement opportunities
  • Comprehensive insurance options
    • FL Blue Medical
    • Mutual of Omaha Dental & Vision
    • Telehealth & Prescription coverage
    • Options for health savings accounts (HSA)
    • Short & Long term disability
    • Term Life Insurance
    • Accident/ Injury & Critical Illness plans
    • Individual and family plans available
      ย 
  • Hybrid work schedule options for those who qualify
    • Workstation equipment provided by the company
    • Telecommuting only, applicants must reside locally
      ย 
  • 401(k) after 6 months of employment
    • Up to a 4% company match
      ย 
  • Paid time off
    • No waiting period to begin accruing
    • 9+ paid holidays in addition to PTO
      ย 
  • Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.

COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clientsโ€™ success.
For more information about our industry and team culture, please visit our website at AdvantaIRA.com!
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